Serenity Capital LLC
CIK 1706018 · View on SEC EDGAR ↗
- Portfolio value
- $167.1M
- Positions
- 7
- As of
- March 31, 2025 Data as of Q1 2025
#7,044 of 9,443 by 13F value · top 74.6%
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 2.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 7
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Logistics & Transportation
60.0%
Industrials
13.8%
Financial Services
9.2%
Diversified Consumer Services
7.3%
Retail
5.1%
Consumer Discretionary
4.7%
Full portfolio 7 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ZTO ZTO Express (Cayman) Inc. American Depositary Shares, each representing one Class A ordinary share. | $100,330,622 | 60.03% | 5,056,987 | Up ×1 | |||
| BZ KANZHUN LIMITED - American Depository Shares | $23,007,815 | 13.77% | 1,200,199 | Up ×1 | |||
| QFIN Qfin Holdings, Inc. - American Depositary Shares | $15,307,529 | 9.16% | 340,849 | Up ×1 | |||
| EDU New Oriental Education & Technology Group, Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) | $11,737,259 | 7.02% | 245,498 | Up ×1 | |||
| MNSO MINISO Group Holding Limited American Depositary Shares, each representing four Ordinary Shares | $8,569,191 | 5.13% | 463,450 | Up ×1 | |||
| ATAT Atour Lifestyle Holdings Limited - American Depositary Shares | $7,796,250 | 4.66% | 275,000 | Up ×1 | |||
| TAL TAL Education Group American Depositary Shares | $382,496 | 0.23% | 28,955 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.